We are live on ! Find out more
STEW

SRH Total Return Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
76
Vigilare Wealth Management
Arizona
$102K -$279K -25,840 -70%
CP
77
Camelot Portfolios
Ohio
$100K
Geode Capital Management
78
Geode Capital Management
Massachusetts
$99K -$341K -31,641 -74%
HFA
79
High Falls Advisors
New York
$98K +$1K +93 +0.9%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$94K -$10.3K -957 -9%
GWM
81
Geneos Wealth Management
Colorado
$66K +$31.1K +2,882 +66%
SF
82
Synovus Financial
Georgia
$63K +$73.4K +6,809 New
SBL
83
Sargent Bickham Lagudis
Colorado
$51K -$18.9K -1,749 -24%
SPIA
84
Steward Partners Investment Advisory
New York
$40K +$1.84K +171 +4%
SSB
85
Sandy Spring Bank
Maryland
$37K -$83K -7,700 -66%
APA
86
American Portfolios Advisors
New York
$16K +$151 +14 +0.8%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$14K
AF
88
Advisornet Financial
Minnesota
$13K -$56.1K -5,206 -79%
RIA
89
RPG Investment Advisory
California
$13K
WCG
90
Weaver Consulting Group
California
$13K +$6.47K +600 +77%
TRCT
91
Tower Research Capital (TRC)
New York
$12K +$13.9K +1,286 New
VFA
92
Valeo Financial Advisors
Indiana
$11K -$4.08K -378 -25%
MA
93
MCF Advisors
Kentucky
$10K +$11.4K +1,060 New
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$7K
FWM
95
Focused Wealth Management
New York
$7K +$75 +7 +0.9%
SFS
96
Sowell Financial Services
Arkansas
$1K +$421 +39 +68%
WLPWM
97
Walled Lake Planning & Wealth Management
Illinois
$1K +$830 +77 New
OPS
98
Orion Portfolio Solutions
Nebraska
$1K +$1.63K +151 New
IAA
99
Independent Advisor Alliance
North Carolina
-$1.77M -149,776 Closed
PAS
100
Park Avenue Securities
New York
-$488K -41,414 Closed